Salesforce CRM Health Check

Our Salesforce Health Check & Business Review will ensure your CRM aligns with your business.

Salesforce CRM Health Check

Salesforce CRM Audit, Business Review and Tailored Recovery Plan

Our Salesforce CRM Health Check & Business Review is an inexpensive way to make sure your business is getting the most from your investment in people, processes and technology.

Perfect for SMB’s who have had significant business change or growth in the past 1-2 years and are unsure what to do next.

Does any of this sound familiar?

  • Deployed Salesforce CRM 1+ years ago
  • Salesforce CRM was self- deployed
  • Change in tech or system administrator in the last year
  • Change in Executive or sales leadership
  • Company has undergone a re-organisation
  • Not up to speed with new Salesforce releases

If any of the above sounds familiar, you should contact us today.

    Does your Salesforce implementation still align with your rapidly growing business?

    Our Health Check will ensure your CRM is configured and operational with minimum fuss.

    Get in touch

    Outcomes for you

    Business Review

    Workshop to map your current business processes and identify a future road map

    Solution concept

    Strengthen data integrity, increase efficiencies and improve effectiveness aligned with business processes

    Salesforce Review

    Identify current usage, features, Best Practice measurements, security protocols and 3rd party integrations

    Detailed Report

    Findings and recommendations; including new features, integrations, process improvements and potential opportunities

    3 key areas of service:


    Vital to the success of a Business Review, we take a collaborative approach to ensure we fully understand your business objectives.


    Our processes document everyday business activities which allows us to swiftly implement business processes



    We provide our findings & recommendations in an easy to read Action Plan for consideration

    Salesforce Desktop